Gartner, Inc.
US ˙ NYSE ˙ US3666511072

SecurityIT / Gartner, Inc.
InstitutionMinichmacgregor Wealth Management, Llc
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Minichmacgregor Wealth Management, Llc closes position in IT / Gartner, Inc.

On October 28, 2025 - Minichmacgregor Wealth Management, Llc filed a 13F-HR form disclosing ownership of 0 shares of Gartner, Inc. (US:IT) valued at $0 USD as of September 30, 2025. The entity filed a previous 13F-HR on July 16, 2025 disclosing 630 shares of Gartner, Inc.. The current value of the position is $0 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2025-10-28 2025-09-30 13F GARTNER COM 366651107 0 -100.00 0
2025-07-16 2025-06-30 13F GARTNER COM 366651107 630 0 0.00 255 -3.79 0.0545
2025-04-22 2025-03-31 13F GARTNER COM 366651107 630 0 0.00 264 -13.44 0.0592
2025-01-17 2024-12-31 13F GARTNER COM 366651107 630 0 0.00 305 -4.39 0.0634
2024-10-30 2024-09-30 13F GARTNER COM 366651107 630 0 0.00 319 13.12 0.0684
2024-07-25 2024-06-30 13F GARTNER COM 366651107 630 -1 -0.16 283 -6.31 0.0691
2024-04-16 2024-03-31 13F GARTNER COM 366651107 631 1 0.16 301 5.99 0.0769
2024-02-08 2023-12-31 13F GARTNER COM 366651107 630 0 0.00 284 31.48 0.0821
2023-10-16 2023-09-30 13F GARTNER COM 366651107 630 0 0.00 216 -1.82 0.0717
2023-07-13 2023-06-30 13F GARTNER COM 366651107 630 0 0.00 221 7.32 0.0689
2023-04-19 2023-03-31 13F GARTNER COM 366651107 630 0 0.00 205 -2.84 0.0679
2023-01-09 2022-12-31 13F GARTNER INC CL A COM 366651107 630 630 212 0.0764
2022-07-13 2022-06-30 13F GARTNER INC CL A COM 366651107 0 -700 -100.00 0 -100.00
2022-04-26 2022-03-31 13F GARTNER INC CL A COM 366651107 700 0 0.00 208 -11.11 0.0665
2022-01-18 2021-12-31 13F GARTNER INC CL A COM 366651107 700 0 0.00 234 10.38 0.0712
2021-11-03 2021-09-30 13F GARTNER INC CL A COM 366651107 700 700 212 0.0714
2019-01-17 2018-12-31 13F GARTNER INC CL A COM 366651107 0 -700 -100.00 0 -100.00
2018-10-17 2018-09-30 13F GARTNER INC CL A COM 366651107 700 0 0.00 110 18.28 0.0726
2018-07-13 2018-06-30 13F GARTNER INC CL A COM 366651107 700 0 0.00 93 13.41 0.0662
2018-07-03 2018-03-31 13F GARTNER INC CL A COM 366651107 700 0 0.00 82 -4.65 0.0639
2018-07-03 2017-12-31 13F GARTNER INC CL A COM 366651107 700 0 0.00 86 -1.15 0.0672
2018-07-03 2017-09-30 13F GARTNER INC CL A COM 366651107 700 0 0.00 87 1.16 0.0721
2018-07-02 2017-06-30 13F GARTNER INC CL A COM 366651107 700 0 0.00 86 14.67 0.0746
2018-06-28 2017-03-31 13F GARTNER INC CL A COM 366651107 700 0 0.00 75 7.14 0.0675
2018-06-28 2016-12-31 13F GARTNER INC CL A COM 366651107 700 0 0.00 70 14.75 0.0655
2018-06-28 2016-09-30 13F GARTNER INC CL A COM 366651107 700 0 0.00 61 -10.29 0.0572
2018-06-28 2016-06-30 13F GARTNER INC CL A COM 366651107 700 0 0.00 68 9.68 0.0642
2018-06-28 2016-03-31 13F GARTNER INC CL A COM 366651107 700 0 0.00 62 1.64 0.0599
2018-06-27 2015-12-31 13F GARTNER INC CL A COM 366651107 700 700 61 0.0568
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.